DPI
BA icon

Diversified Portfolios Inc’s Boeing BA Stock Holding History

Diversified Portfolios Inc’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,558
Closed -$298K – 130
2022
Q1 		$298K Hold
1,558
– – 0.07% 112
2021
Q4 		$314K Buy
1,558
+24
+2% +$5.07K 0.08% 107
2021
Q3 		$337K Hold
1,534
– – 0.09% 95
2021
Q2 		$367K Sell
1,534
-530
-26% -$128K 0.14% 77
2021
Q1 		$526K Sell
2,064
-85
-4% -$18.9K 0.17% 57
2020
Q4 		$460K Buy
+2,149
New +$413K 0.16% 54
2020
Q1 		– Sell
-644
Closed -$210K – 54
2019
Q4 		$210K Buy
644
+104
+19% +$36.8K 0.1% 62
2019
Q3 		$205K Buy
+540
New +$193K 0.1% 57
2019
Q2 		– Sell
-536
Closed -$204K – 53
2019
Q1 		$204K Buy
+536
New +$206K 0.11% 53

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Diversified Portfolios Inc's BA Position: Q2 2022 in Review

Diversified Portfolios Inc sold out of Boeing (BA) in Q2 2022, closing a stake of 1,558 shares — an estimated $298K sold.

Diversified Portfolios Inc first reported a position in BA in Q1 2019 and held it in 9 quarters. The position peaked at $526K in Q1 2021. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

  • Diversified Portfolios Inc reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
  • Diversified Portfolios Inc sold 1,558 Boeing shares in Q2 2022, an estimated $298K.
  • Diversified Portfolios Inc first reported a position in Boeing in Q1 2019 and held it in 9 quarters.
  • Diversified Portfolios Inc's Boeing position peaked at $526K in Q1 2021.
  • 1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Diversified Portfolios Inc's 13F filing for Q2 2022, filed 9 Aug 2022.